--- title: "Connect Method CRM to Anchor (Agentic Browser Automation) - APIANT.ai" description: "When \"New Activity\" fires in Method CRM, your agent runs \"Create Task\" in Anchor (Agentic Browser Automation)." canonical: "https://apiant.ai/connect/method-crm-to-anchor-agentic-browser-automation" --- # Connect Method CRM to Anchor (Agentic Browser Automation) When **New Activity** fires in [Method CRM](https://apiant.ai/connections/method-crm), your agent runs **Create Task** in [Anchor (Agentic Browser Automation)](https://apiant.ai/connections/anchor-agentic-browser-automation). Describe the whole flow and it is built, tested on every scenario and kept running. Method CRM **6** triggers Method CRM **14** actions Anchor (Agentic Browser Automation) **31** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Method CRM and Anchor (Agentic Browser Automation) to do together? Give your AI client this address. `https://mcp.apiant.ai` One connection does both: ask your client to act in an app once, or have it build an automation that keeps running. Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser. ### Set it up in your client ### Claude Code Run this in the directory you want to work in. `claude mcp add --transport http -s project apiant-ai https://mcp.apiant.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### Claude, web and desktop Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Cursor Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Codex and the ChatGPT desktop app Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Any other MCP client Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) Example flows ## What Method CRM can start in Anchor (Agentic Browser Automation) - When **New Activity** in Method CRM then **Create Task** in Anchor (Agentic Browser Automation) - When **New Contact** in Method CRM then **Agent Task** in Anchor (Agentic Browser Automation) Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships. Everything your agent can do with Method CRM and Anchor (Agentic Browser Automation) ## Triggers and actions 6 triggers · 45 actions - Trigger **New Activity** Triggers when a new activity is added in Method CRM. - Trigger **New Contact** Triggers when a new contact is added in Method CRM. - Trigger **New Customer or Customer Lead (QuickBooks Only)** Triggers when a new customer or customer lead is added to a QuickBooks-synced Method account. - Trigger **New Customer/Vendor or Customer/Vendor Lead (Xero Only)** Triggers when a new customer/vendor or customer/vendor lead is added in a Xero-synced Method account. - Trigger **New Opportunity** Triggers when a new opportunity is created in Method CRM. - Trigger **New Vendor** Triggers when a new vendor is added in Method CRM. - Action **Add Activity** Creates an activity record in your Method CRM account, using the fields your Activity table defines (including custom fields). - Action **Add Contact to Existing Entity** Creates a contact in Method CRM linked to an existing customer, vendor or lead. - Action **Add Customer or Customer Lead (QuickBooks Only)** Creates a customer or customer lead in a QuickBooks-synced Method CRM account. - Action **Add Customer/Vendor or Customer/Vendor Lead (Xero Only)** Creates a customer/vendor or customer/vendor lead in a Method CRM account synced with Xero. - Action **Add Generic Entry** Creates a new record (entry) in any Method CRM table, using the field values you supply, and returns the new record's id. - Action **Add Opportunity** Creates a new opportunity in your Method CRM account. - Action **Delete record** Deletes a record from a Method CRM table, such as a contact, customer or activity. - Action **Find Contact** Finds contacts in Method CRM matching your filter criteria, such as an email or name, and returns up to 100 matching contacts. - Action **Find Customer or Customer Lead (QuickBooks Only)** Finds customers or customer leads in a QuickBooks-synced Method account by name, returning the matching records. - Action **Find Customer/Vendor or Customer/Vendor Lead (Xero Only)** Finds customers, vendors, or customer/vendor leads by name in a Xero-synced Method account. - Action **Find records by criteria** Finds records in a Method CRM table that match your filter criteria, returning up to 100 matches. - Action **Find Vendor** Finds vendors in your Method account that match the criteria you give, returning the first match and the full list of matches. - Action **Get record** Returns one record from a Method CRM table, such as a contact, customer or invoice, by its record ID. - Action **Update record** Updates the chosen fields of an existing record in any Method table, such as a contact, customer or invoice. - Action **Agent Task** Starts a natural-language browser agent task asynchronously and returns a workflow ID; fetch the outcome with Agent Task Result. - Action **Agent Task Result** Get the result of an async Agent Task execution. - Action **Copy Selected Text** Copy the currently selected text to the clipboard - Action **Create Browser Session** Start a new browser session with customizable configurations - Action **Create Task** Create a new task or update existing task - Action **Delete Profile** Delete a profile - Action **Delete Task** Soft deletes a task and all its versions. - Action **Deploy Task** Deploy a task version - Action **Drag and Drop** Drag and drop operation in the browser - Action **End All Sessions** Terminates all active browser sessions on the account. - Action **End Browser Session** Terminate a specific browser session - Action **Fetch Webpage** Fetches the fully rendered content of a URL through Anchor's Web Unlocker (stealth browser, residential proxy, automatic CAPTCHA solving), without a browser session. - Action **Get Browser Session** Retrieve details of a specific browser session - Action **Get Clipboard** Get clipboard content - Action **Get Profile** Retrieve details of a specific profile - Action **Get Session Downloads** Get session downloads - Action **Get Session Recordings** Retrieve session recordings - Action **Get Task** Retrieves a task's metadata (name, description, latest version, timestamps) without its code. - Action **Keyboard Shortcut** Send a keyboard shortcut to the browser session - Action **Mouse Click** Click at a given coordinate in the browser - Action **Mouse Double Click** Double click at a given coordinate - Action **Mouse Move** Move mouse cursor - Action **Navigate to URL** Navigate to a URL - Action **Paste Text** Paste text - Action **Perform Web Task** Start an AI-powered web task asynchronously using the Tasks API. Returns task execution information. Check execution results using the task execution history endpoint. - Action **Run Task** Execute a task - Action **Scroll** Scroll the page - Action **Set Clipboard** Set clipboard content - Action **Take Screenshot** Captures a Chromium screenshot of a webpage (PNG), optionally inside an existing browser session. - Action **Take Session Screenshot** Take a screenshot of current session - Action **Type Text** Type text with keyboard ## Each app on its own - [ **Method CRM** Method CRM™ is a QuickBooks CRM that streamlines your business from lead to repeat and everything in between.](https://apiant.ai/connections/method-crm) - [ **Anchor (Agentic Browser Automation)** Anchor (Agentic Browser Automation) is a cloud infrastructure tool for browser automation and control...](https://apiant.ai/connections/anchor-agentic-browser-automation) Reviews ## What our customers say ## More from Method CRM - [ **Method CRM to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/method-crm-to-salesforce) - [ **Method CRM to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/method-crm-to-slack) - [ **Method CRM to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/method-crm-to-stripe) - [ **Method CRM to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/method-crm-to-shopify) - [ **Method CRM to QuickBooks Online** QuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...](https://apiant.ai/connect/method-crm-to-quickbooks-online) - [ **Method CRM to Pipedrive** Pipedrive is a sales CRM and pipeline management tool.](https://apiant.ai/connect/method-crm-to-pipedrive) ## More into Anchor (Agentic Browser Automation) - [ **HubSpot to Anchor (Agentic Browser Automation)** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-anchor-agentic-browser-automation) - [ **Salesforce to Anchor (Agentic Browser Automation)** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-anchor-agentic-browser-automation) - [ **Slack to Anchor (Agentic Browser Automation)** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-anchor-agentic-browser-automation) - [ **Google Sheets to Anchor (Agentic Browser Automation)** Google Sheets](https://apiant.ai/connect/google-sheets-to-anchor-agentic-browser-automation) - [ **Gmail to Anchor (Agentic Browser Automation)** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-anchor-agentic-browser-automation) - [ **Google Calendar to Anchor (Agentic Browser Automation)** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-anchor-agentic-browser-automation) Questions ## Method CRM and Anchor (Agentic Browser Automation), answered ### ### What can start an automation from Method CRM? Any of Method CRM's 6 triggers in the catalog, including New Activity, New Contact, New Customer or Customer Lead (QuickBooks Only) and New Customer/Vendor or Customer/Vendor Lead (Xero Only). Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Anchor (Agentic Browser Automation) when something happens in Method CRM? Any of Anchor (Agentic Browser Automation)'s 31 actions, including Create Browser Session, Create Task, Agent Task and Agent Task Result. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Anchor (Agentic Browser Automation) to Method CRM? Anchor (Agentic Browser Automation) has no triggers in the catalog today, so automations start in Method CRM. If you need the other direction, ask: your agent reads Anchor (Agentic Browser Automation)'s API documentation and adds it. ### ### Do I have to build a connector for Method CRM or Anchor (Agentic Browser Automation)? No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running. ### ### Can my AI client use Method CRM and Anchor (Agentic Browser Automation) without building an automation? Yes. With your AI client connected to APIANT, ask it to do something in either app once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running. One connection covers both. ### ### What happens when something fails? Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships. ### ### Is there a free plan? Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.